Life insurance and financial services professionals that are responsible for, or involved with, agency management and transformation, strategy, sales, and training throughout the Asia-Pacific Region. Heads of agency, distribution executives, sales managers and agents will all benefit from the content being presented during this event.
Need Help Getting Approval? Download our "Convince Your Boss" letter for ideas on how to get your request to attend approved!
Highlights
This conference will be conducted in English.
The life insurance industry is changing at an unprecedented rate, as employees, agents and consumers all continue to demand more digital friendly business models, while still having a need for personal interaction. Regardless of the insurance or financial products you are selling, staying abreast to the latest industry trends and innovations can help you better attract and retain customers, attract and retain agents/advisors, enhance channel performance, and boost your overall brand image. This event will offer insights into how companies, executives, and top agents can continue to innovate their online strategy, without losing sight of that critical offline touch.
Planned topics of discussion include:
Creating and embracing a digital culture
Combining online and offline outreach to close sales
Mastering the human touch to clinch the virtual deal
Gen Y-Z recruitment
Supercharging your recruitment strategies
Financial Advisor vs. Insurance Agent: Understanding the difference
Master the power of LinkedIn branding & social selling
Using social selling to generate leads and referrals
Securing yourself and your team from cyber risk
The Pulse of today's consumer
Understanding the Metaverse, and what it means for the insurance industry
Making data-driven financial advisory easy
Please continue to check back for additional details and updates as they are confirmed!
7th Asia Trusted Life Agents & Advisers Awards
After the first day of sessions, we also invite you to join us at the 7th Asia Trusted Life Agents & Advisers Awards, recognizing the achievements of individuals who have touched the lives of people in many different ways and the corporate executives, companies, associations and service providers who help agents and advisers on their path to excellence.
Max is the Insurance Technology Research Lead for APAC within Celent’s insurance practice and is based in Singapore. Max’s research concentrates on trending topics affecting APAC insurance technology markets, data science, digital innovation, process automation, and emerging technology of core systems. As part of consulting engagements and analyst's access, he provides perspective and recommendations in business and technology trends both globally and in an APAC capacity. Max is a speaker at leading insurance industry events such as InsureTech Connect Asia, Finovate Asia, and Celent's Innovation and Insight Week, where he also acts as a judge for Celent's Model Insurer Award program. Prior to joining Celent, Max worked in financial technology and banking, where he developed machine learning algorithms for optical character recognition and image processing at OneConnect Financial Technology, subsidiary of Ping An Insurance Group. At DBS Bank and Oversea-Chinese Banking Corporation, Max was a data analyst in the domains of retail banking and credit risk. He has also worked on content marketing, with a research focus on gamification. Max received a Master of Technology in Enterprise Business Analytics from the National University of Singapore and a Bachelor of Science in Information Systems and Management from the University of London, with academic direction by London School of Economics and Political Science.
Executive Director of Financial Services, Advisors Alliance Group, AIAFA
Matthew Chew is an Executive Director of Advisors Alliance Group, AIAFA. Starting with just two people in his team in 2013, Matthew now has nearly 100 people under his care – and he is only 35 years old this year. Since 2017, the team has groomed its members to achieve 35 qualified Million Dollar Round Table (MDRT) and 59 International Dragon Awards (IDA) Associates. Matthew’s vision for technological advances in the financial services industry has truly manifested during the crucial times of 2020. He spearheaded the building of a digital platform to allow for seamless financial advisory. This allowed the firm, now nearly 1000 strong, to leverage on this technology to continue providing their essential services during a time where all were ordered to stay home.
Business Motivator, Thought-Leader, Christian Chua Training Academy
Christian Chua is an experienced speaker and a prominent figure in the Financial Services industry. His powerful motivational sessions have brought him to over 40 cities worldwide, including the United States and China. "Mindshift" is his latest creation, where he boldly challenges existing paradigms to help you achieve a quantum leap in your business. Participants often describe it as a powerfully thought-provoking program and are left thinking on a higher level.
Christian’s competence in human behaviour transformation, change management, people skills, sales motivation, communication, and life strategies has earned him much respect. Christian is the author of seven books, including the best-selling ‘How to Be a Success Magnet,’ ‘Making a Fortune While Sipping Coffee,’ and ‘The Referability Factor.’ He appears regularly on the radio, television, and the Internet, as well as in periodicals.
Christian’s other keynote teachings include Face profiling, The Audacity to Win, Rapid Networking Skills, How to be a Success Magnet, Sales Motivation – The Rhythm of Winning, Sales Bootcamp – The DNA of Success, and many others.
Financial Services Director, AXA Insurance Pte Ltd.
Calvin joined the Financial Services Industry in 2008. He holds the prestigious professional titles of Chartered Insurance Agency Manager, Chartered Financial Consultant and Certified Financial Planner. Being an engineer by training and a strong believer of embracing digital technology with a human touch, Calvin was awarded LinkedIn Champion 2018 by his company for his proven success in using LinkedIn for recruitment. Calvin was further recognised for his digital work when he was named the Winner for Digital Agency Leader of the Year 2019 by Asia Trusted Life Agents and Advisors Network. This award ranks him the best in Asia for being the digitally-savvy agency leader who is leveraging the power of social media and technology to run his agency.
In his practice, Calvin leads an agency specializing in retirement adequacy planning, legacy planning, business owners planning and employee benefits. Believing in giving back and serving the industry, Calvin was the elected President (2019/20) of Financial Services Managers Association (FSMA) of Singapore. He is currently serving as the Board Of Governors (2022/23) of FSMA.
An award-winning entrepreneur and international master trainer, Joshua is the go-to-guy for development in the areas of personal branding, sales communication and leadership performance. He has provided sales and leadership training to senior executives and professionals at multi-national corporations and small-medium enterprises, including AIA, Prudential, UOB Bank, Loreal, SCENTAL Travel, Denza (China), and Colourworks International (South Africa). Since 2005, Joshua has been the Official Judge and Trainer for several 'Miss Singapore’' pageants, training the contestants in 'Image Presentation', 'Social Etiquette & Mannerism' and 'Body Language In Effective Communication'. A former Winner of NUS Manhunt and former Mr. Singapore, he is a popular figure with the media, appearing on print, online, and on TV.
Editorial Director, Asia Insurance Review & Middle East Insurance Review
Mr. McNamara is a journalist, author, editor and biographer with extensive experience in Asia, UK, the Arabian Gulf and Australia covering the wholesale financial markets. Over the years he has worked for the Financial Times, Fairfax Media, Euromoney Institutional Investor, CPI Financial and Eaglemont Media. His areas of specialisation include insurance, reinsurance, Islamic finance, investment banking, project finance, trade finance, wealth management, private equity, hedge funds and alternative investments, the Middle East banking and finance industry, GCC capital markets and the world of interest rate securities. Mr. McNamara is also the author of numerous books including The History of Banking in the UAE, the History of the National Bank of Abu Dhabi, Dubai Islamic Bank: 35 Glorious Years, Islamic Wealth Management, Islamic Investment Banking, Qatar Takes Off, Abu Dhabi and Dubai: Young and Rich, Qatar: Modern Business Hub and many more.
Attracted by the fulfilment of a meaningful career, June joined the financial services industry to make a difference to people’s lives. She is a Chartered Financial Planner (CFP) and a strong advocate in financial planning, winning numerous awards including Top Rookie in 2012, Million Dollar Round Table (MDRT) form 2013 to 2015, Court of the Table (COT) from 2016 to 2021. In her role with GoalsMapper, June is responsible for business development through sales and users’ acquisition.
Jeremy Rolleston is a two-time Olympian, has represented Australia in two sports (rugby and bobsleigh), and is a two-time World Champion (Masters). He is also CEO and founder of Active8me - a digital fitness & health platform that has recently launched in Asia. Prior to founding Active8me, Jeremy had a successful career in investments including Managing Director at Artesian Venture Partners, General Manager at Perpetual Investment and Executive Director at Goldman Sachs. He is also author of A Life That Counts and a sought after performance and motivational speaker.
Vice President & Chief Information Officer and Regional Chief Executive Officer – Asia West, LIMRA and LOMA
As chief information officer for LIMRA and LOMA, Kartik Sakthivel is responsible for developing the information technology strategic direction for the enterprise. In this capacity, he directs and manages computing and information technology policies, programs and schedules for business and enterprise systems, and manages information services to meet LIMRA and LOMA’s corporate goals and objectives.
An industry thought leader, he champions the use of technology to improve the revenue, profitability, and efficiency of the organization. Joining LIMRA and LOMA in 2017, Sakthivel has broad industry experience, most recently as director of technology at Liberty Mutual Insurance.
He holds a doctorate in Computer and Information Sciences with a focus on AI and Information Quality from University of Arkansas at Little Rock, and a Master of Science in Computer Information Systems/Information Technology, as well as a Master of Business Administration from Southern New Hampshire University.
Global Motivational Speaker & CEO, Jensen Siaw International
Jensen is a Master Performance Coach & Global Motivational Speaker. Known as a master motivator in the life insurance industry, he has coached MDRT/COT/TOT qualifiers and leaders of Multi-Million Dollar Agencies. His clientele includes MDRT, AIA, Allianz, Aviva, Prudential, Manulife, HSBC Life, Tokio Marine, Zurich, Great Eastern, Income, bancassurance partners and other financial institutions in the region.
Jensen is also the Chief Motivator & CEO at Jensen Siaw International (JSI). JSI is engaged every year by insurance companies to run recruitment seminars, university recruitment programmes, leads generations platforms and sales breakthrough boot camps. Recognised for his work in Asia’s life insurance industry, Jensen was invited onto the judging panel for the Asia Trusted Life Agents and Advisers Awards, serving alongside the suite of CEOs and CDOs of various insurers in the region.
In 2022, Jensen co-founded LearnAply.com, an online learning and development platform that provides video-on-demand & live courses/events dedicated to helping insurance advisers and agency leaders in Asia run thriving financial advisory practices. He is also the author of "Change Your Inner Cards, Win The Outer Game", a book that has since become the manual for breakthrough boot camps for MDRT aspirants.
Corporate Vice President and Director, Research Quality & Markets Research, LIMRA and LOMA
Silverhart is responsible for directing select strategic research initiatives as well as implementing and managing processes to assure the quality of LIMRA and LOMA’s research program. Todd oversees the development of research agendas, the practices followed in conducting research, and the procedures for assuring the quality of research deliverables.
A frequent industry speaker and author, he also serves as staff representative for LIMRA and LOMA’s Customer Insight Advisory Council.
Having joined LIMRA and LOMA in 1988, Silverhart previously served in LIMRA and LOMA’s Assessment Solutions unit, where he conducted producer and field manager selection research, consultation, and product development. From 2000 to 2019 he managed various LIMRA and LOMA research functions including Technology in Marketing and Distribution, Markets, and Insurance Research.
Silverhart is a graduate of Middlebury College and received his Ph.D. in industrial and organizational psychology from Old Dominion University.
Shefali is a recognized digital transformation expert helping insurers evolve in the face of disruption. She has received prestigious awards including 𝐓𝐨𝐩 𝟏𝟎𝟎 𝐆𝐥𝐨𝐛𝐚𝐥 𝐖𝐨𝐦𝐞𝐧 𝐢𝐧 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐛𝐲 𝐆𝐂𝐏𝐈𝐓 𝟐𝟎𝟐𝟏, 𝐏𝐨𝐰𝐞𝐫 𝐖𝐨𝐦𝐞𝐧 𝐀𝐰𝐚𝐫𝐝 𝐛𝐲𝐋𝐞𝐚𝐝 𝐈𝐧𝐝𝐢𝐚 𝟐𝟎𝟐𝟏 by Lead India Foundation, 𝐖𝐨𝐦𝐚𝐧 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫 (𝐈𝐧𝐝𝐢𝐚) 𝐈𝐧𝐬𝐮𝐫𝐭𝐞𝐜𝐡 𝟐𝟎𝟐𝟏 by Insurance Alertss - India's No 1 And Asia's No 2 Dedicated Insurance News Platform. Shefali has held global leadership roles across business and technology with Fortune 500 companies. She is an international speaker and cited expert on the subjects of technology, Insurance and innovation. She is Hon. Vice Chairperson, FinTech, InsurTech & RegTech Advisory Board, Confederation of Indian Micro, Small and Medium Enterprises. Shefali is best known for pushing innovation boundaries to improve customer experience and deliver enhanced business outcomes. At a personal level she harbours a deep interest in nurturing talent and has received global recognition for her efforts towards inclusion and diversity.
Terry Sullivan is a thought leader and technology advisor in the world of Social Media. He previously served as Director of Marketing for Verizon Communications where he launched many successful national marketing programs that gained more than 456,000 new customers and reduced churn by more than 6% annually, in spite of multiple price increases and competitor product launches. In 2012, Terry founded BuzzPro, an Integrated Marketing and Social Media Marketing and Training company, to meet the needs of business owners and leaders that were unsure about how to use online marketing tools to find and connect with potential prospects and clients. He now works with his clients to show them how to fill their sales funnels with more sales using advanced LinkedIn branding and Social Selling strategies. His presentations have helped hundreds of clients learn how to expand their influence and grow their businesses. His programs focus on keyword optimization, branding and Social Selling strategies that help his clients tap into the unlimited world of Social Media to get better leads, more prospects and clients. Terry received his Social Media Marketing Certification from Splash Media University, one of the nation’s premier Social Media training companies.
Jason is an award-winning marketing strategist known as ‘the Goliath of Advertising’ due to his unusual effective and disruptive marketing tactics. His distinctive strategy has allowed him to envision what he calls the NextGen Agency Architectural blueprint, which combines off-the-record strategies with fintech capabilities. This approach helped to increase his agency’s FYC by 55%, growing the agency strength by 86% in a year. This success has lead to him being invited to keynote multiple events across Asia, where he shares best practices for building a Million Dollar Agency.
As Covid restrictions continue to ease, the return of in-person meetings means a return to more offline recruitment strategies. Let award-winning Global Master Trainer Joshua Luke bring you on a journey using a structured recruitment system and an exclusive personality profiling assessment tool. Learn how you can use online profiling to generate new leads that can be met offline (in person) for a career conversation. His method will help to not only draw people to your recruitment events, but also act as a pre-recruiting analytical tool to sieve out the right people and maximise career success potential.
Business Motivator, Thought-Leader, Christian Chua Training Academy
Just because technology can replace the work of a human doesn’t mean it always should. No matter how good of a job technology can do, it still lacks the uniquely human ability to cater to the needs of the individual. And while protocol and procedure might suggest one approach, a truly skilled adviser will assess the situation and adjust based on certain subtleties. In this session, Christian will share how advisers can remain relevant in this tech-heavy era, and ensure you are both irreplaceable and more attractive than an AI solution.
Virtual assets and space are becoming a reality, with the intention to transform how we interact with the digital world. But what do we know about virtual assets and its effect on financial services? And how will these changes to the internet affect the traditional financial services we are familiar with today? Join us as we seek to understand this new world, understand the opportunities and challenges, and begin to rethink the role insurance will play in the digital sphere.
Why are champions champions? And what makes successful people successful? In today’s corporate world people are expected to sustain high performance consistently – like corporate athletes. So what can business executives learn from Olympic athletes? And how does a corporate athlete achieve peak performance? This session will go over the tools, strategies, lessons, psychology and stories from Jeremy and other elite athletes (including Olympic and World Champions) that will help you achieve maximal performance in business and in life.
Global Motivational Speaker & CEO, Jensen Siaw International
Since 2014, the Jensen Siaw International (JSI) team has worked with insurance agencies on recruitment initiatives, seminars and events. One of the key projects they have undertaken with various insurers is the undergraduate internship program. From running 200-pax agency internships before COVID, to running digital internships when COVID hit, JSI has executed internship programmes for some of the biggest local and multinational insurers in Asia. Drawing from their experience on running these internship programmes, Jensen will share how to design and deliver an attractive and engaging internship programme that targets Gen Y to Z. Whether you are an agency executive or agency leader, you will take away proven strategies to raise the attractiveness and effectiveness of your next recruitment internship.
Your personal brand is a clear indication of what you have to offer. The brand you communicate marks your career reputation. Come learn key branding and Social Selling strategies, tips and secrets you need to create a well-branded LinkedIn profile that gets results.
Vice President & Chief Information Officer and Regional Chief Executive Officer – Asia West, LIMRA and LOMA
Cybersecurity and Data Privacy are not just ancillary considerations in financial services today. Whether you are in distribution, sales, marketing, IT, finance, or serve as an agent or advisor, it is critical for each of us who serve the industry and customers to have knowledge, insights, and awareness about the threats our industry faces — and more importantly — our responsibility in being responsible defenders of our digital and data assets. Join us for a journey through all things cybersecurity — including ransomware and phishing — and an overview into the next frontier, that of data privacy regulation.
Today's consumers are used to having a world of knowledge at their fingertips and a superior digital experience set by the major consumer brands we are all familiar with.
When it comes to your client's financial advisory experience with you, how do you measure up? Are you delighting your clients in their financial planning process?
With insights from GoalsMapper, a winner of SFF Global FinTech Award presented by the Monetary Authority of Singapore, learn how you can stand out by being at the forefront of the digital curve to attract clients offline and online.
Years of research has shown that the success rate of digital transformation efforts is consistently low — in fact, less than 30% of attempted digital transformations succeed. One of the biggest reasons for many of these failures is the failure to also build a digital culture that positively supports and encourages users to embrace the tools being introduced. It is therefore critical to ensure that the users of new technology view it as a strategic driver to support and enhance their work performance, rather than a bothersome impediment. This session will discuss what it means to create and embrace a digital culture, and look at who the real hero of the digital adoption process is...the technology, the IT team or YOU!
Editorial Director, Asia Insurance Review & Middle East Insurance Review
Todd A. Silverhart, Ph.D., LLIF
Corporate Vice President and Director, Research Quality & Markets Research, LIMRA and LOMA
Matthew Chew
Executive Director of Financial Services, Advisors Alliance Group, AIAFA
Calvin Lee
Financial Services Director, AXA Insurance Pte Ltd.
LIMRA’s biannual Global Consumer Pulse series provides a side-by-side comparison of life insurance-related metrics and sentiments from 12 key market consumers around the globe. Todd Silverhart will share results from the most recent iteration, including findings related to life ownership, online behavior and impacts of the pandemic, and our panel of advisors will react and respond to these findings, with examples of how they have adapted their sales techniques in light of current consumer behavior.
‘Social Selling’ is the new buzzword in this digital economy, and in an age where online personal branding and social proof are so important, many financial consultants have already embarked on some form of digital prospecting. But how can Financial Advisers ensure they have an actionable, effective plan in place in order to maintain a sustainable digital leads generation strategy? Join Lead Gen Strategist, Jason Tan as he reveals the social selling blueprint for finding, connecting and generating leads and referrals in the virtual world.
Early Bird Registration Rates - Register by 24 June to Save!
Individual Registration: US $99
*Company Registration Package:
25 attendees: $2,000
50 attendees: $3,000
Up to 200 attendees: $5,000
Extra groups of 100 @ $1,000
Standard Registration Rates - Register after 24 June:
Individual Registration: US $149
*Company Registration Package:
25 attendees: $3,500
50 attendees: $4,500
Up to 200 attendees: $7,500
Extra groups of 100 @ $1,500
*The company registration package offers tiered pricing options to allow companies an opportunity to pay a flat fee to send multiple employees and agents, located within a single country. Companies that purchase a group registration package will also have their logo prominently displayed in the “Supporting Organizations” recognition areas, and will be given verbal recognition from the general session platform during the event.
Technical Requirements: Attendees will not need to download or install any software to participate, however we recommend coordinating with your IT department to address firewall restrictions on your device and/or network that may prohibit access to the event. Please read this article for more information and a full list of domains that should be allow-listed by your network admins. Important note: This event will be run on a platform that is often inaccessible from Mainland China. Please read this article to determine if your location will prevent you from logging in to the event.
Conferences like these are made possible by the generosity of our sponsors and exhibitors. Sponsorship of the 2022 Insurance Inspired will help increase name recognition, build product and service awareness, and provide valuable networking opportunities to key decision-makers in the financial services and insurance industry across Asia. All sponsorships (excluding banner advertisements) include the following benefits:
Your company logo displayed on the promotional brochure and event website, linking to your company website.
A personalized sponsorship page (virtual booth) on the event platform to showcase your company information, with a direct link to your company website and/or other files, videos, social networks and contact information.
One customized game code, created from information in your booth materials, to help drive additional traffic.
Recognition of your sponsorship during the general session remarks, which will be captured in the event recording for future playback and on-demand viewing.
One-time use of the delegate list with the contact information (for those that have agreed to share it).
A post-event analytics report, to see how attendees interacted with your company content.
For More Information
For more details on the benefits of sponsorship, available packages, and how to apply to become a sponsor at the Conference, please download the Sponsorship Options here or email Ms. Megan Schwartz at mschwartz@limra.com.
